Multnomah Group: Our back-office and business-continuity alliance. As Multnomah Group assists us with the logistics of managing your money, we are freed to dedicate our energy and attention to you, our client, as your fully independent advisor.

Schwab Alliance: Your assets are held independently with Schwab, so you maintain control over your money, while we help you manage it.

Evergreen Financial Advisors, Inc. ("Evergreen") is an investment advisor registered with the States of Oregon and Washington. Evergreen provides investment advisory services only where properly registered or exempt from registration and only after a client has entered into an Investment Advisory Agreement confirming the terms of the engagement and has been provided a copy of Evergreen's ADV Part 2A brochure document.